AWM

Apollon Wealth Management Portfolio holdings

AUM $5.62B
1-Year Est. Return 20.15%
This Quarter Est. Return
1 Year Est. Return
+20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$79M
2
+$54.6M
3
+$35.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.68M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.37M

Top Sells

1
+$48M
2
+$3.73M
3
+$3.21M
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$3.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.93M

Sector Composition

1 Technology 16.03%
2 Financials 8.33%
3 Consumer Discretionary 7.27%
4 Healthcare 6.91%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$255K 0.02%
2,899
+58
627
$254K 0.02%
25,950
-8,000
628
$253K 0.02%
+2,353
629
$250K 0.02%
+2,806
630
$250K 0.02%
+14,947
631
$249K 0.02%
6,657
-23,035
632
$249K 0.02%
1,211
+11
633
$249K 0.02%
9,700
634
$249K 0.02%
8,843
+312
635
$249K 0.02%
1,868
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636
$248K 0.02%
4,909
-666
637
$248K 0.02%
4,196
638
$248K 0.02%
+18,355
639
$248K 0.02%
5,415
-4,082
640
$247K 0.02%
21,473
641
$247K 0.02%
6,515
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642
$246K 0.02%
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643
$246K 0.02%
489
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644
$246K 0.02%
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645
$246K 0.02%
+10,569
646
$245K 0.02%
1,865
+493
647
$244K 0.02%
+8,000
648
$243K 0.02%
7,787
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649
$243K 0.02%
2,363
-1,582
650
$243K 0.02%
+3,780
24 25
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